Oracle (ORCL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Oracle (ORCL) reported $14.13 billion in revenue for the quarter ended February 2025, representing a year-over-year increase of 6.4%. EPS of $1.47 for the same period compares to $1.41 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $14.36 billion, representing a surprise of -1.59%. The company delivered an EPS surprise of -0.68%, with the consensus EPS estimate being $1.48.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Oracle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Geographic Revenue- Americas: $9 billion compared to the $9.05 billion average estimate based on two analysts. The reported number represents a change of +8.8% year over year. Geographic Revenue- Asia-Pacific: $1.71 billion versus $1.80 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.9% change. Geographic Revenue- Europe, Middle East and Africa: $3.42 billion versus the two-analyst average estimate of $3.48 billion. The reported number represents a year-over-year change of +3.2%. Revenue- Hardware: $703 million versus $719.61 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a -6.8% change. Revenue- Cloud license and on-premise license: $1.13 billion compared to the $1.20 billion average estimate based on eight analysts. The reported number represents a change of -10.1% year over year. Revenue- Cloud services and license support: $11.01 billion compared to the $12.39 billion average estimate based on seven analysts. The reported number represents a change of +10.5% year over year. Cloud Services and License Support Revenues by Ecosystem: $11.01 billion versus the seven-analyst average estimate of $11.20 billion. The reported number represents a year-over-year change of +10.5%. Revenue- Services: $1.29 billion compared to the $1.25 billion average estimate based on seven analysts. The reported number represents a change of -1.2% year over year. Revenues by Offerings- Cloud services: $6.21 billion versus the two-analyst average estimate of $6.31 billion. Revenues by Offerings- License support: $4.80 billion versus $4.86 billion estimated by two analysts on average. Cloud Services and License Support Revenues by Ecosystem- Applications cloud services and license support: $4.81 billion versus $4.85 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5% change. Cloud Services and License Support Revenues by Ecosystem- Infrastructure cloud services and license support: $6.20 billion compared to the $6.32 billion average estimate based on two analysts. The reported number represents a change of +15.2% year over year. View all Key Company Metrics for Oracle here>>>Shares of Oracle have returned -11.1% over the past month versus the Zacks S&P 500 composite's -4.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Oracle Corporation (ORCL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks